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Insurance Claim Management
Create, assign, track and manage claim cases from one central workspace. Keep claim details, progress, responsibilities and status updates organised for every stakeholder.
THE SMARTER WAY TO MANAGE CLAIMS
Insurance Claims.
One Smarter
Platform.
Claims Mitra is insurance claims management software for surveyors and claims teams in India. Manage motor, marine and cattle surveys, live inspections, document OCR, digital reports, assessments and invoicing in one platform.
End-to-EndClaims workflow
Real-TimeLive survey support
One PlatformConnected operations
Claims Overview ● LIVE WORKSPACE
Total Claims248
In Progress64
Completed184
Claim Activity
Recent Cases
Motor survey Active
Cattle claim Review
Investigation Done
✓ Centralised Operations
✓ Digital Documentation
✓ Real-Time Collaboration
✓ Faster Reporting
OUR PLATFORM CAPABILITIES
Insurance Claims Management Software
for Every Stage of the Workflow.
Purpose-built tools to reduce repetitive work, organise information and help insurance professionals manage each stage of the claim lifecycle.
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Live Insurance Survey
Conduct remote, real-time survey sessions to support field inspections. Coordinate with surveyors and claim participants while improving visibility during the inspection process.
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Insurance Document OCR
Extract text and key details from uploaded documents to reduce manual data entry. Review and verify extracted information before applying it to claim records.
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Insurance MIS Reporting
Generate management information reports with structured case data. Review workload, case status and operational performance to support better decisions and reporting.
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Invoicing
Prepare and manage invoices linked to claim services. Maintain a clearer record of billable work, invoice details and payment-related follow-ups.
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LOR Management
Organise Letter of Requirement (LOR) workflows, record document requests and monitor outstanding requirements so case teams can follow up efficiently.
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Media File Management
Keep inspection photographs, videos and supporting documents associated with their claim cases. Make important evidence easier to locate, review and manage.
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Assessment Generation
Bring survey observations, supporting documents and case details into a structured assessment workflow, helping teams prepare consistent assessment outputs.
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Multi-Survey Support
Adapt the same connected workflow to motor surveys, investigation reports, cattle survey reports and other inspection-driven claim processes.
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QR Code Based Reports
Generate reports with a unique QR code so authorised recipients can scan and access the associated digital report for convenient verification and reference.
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WhatsApp Communication
Keep claim stakeholders informed through WhatsApp communications, including case updates, document requests and follow-up messages, where enabled and with appropriate consent.
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Marine Survey Report Generation
Prepare structured marine survey and claim reports with shipment, cargo, loss, inspection findings, supporting evidence and assessment details in one workflow.
BUILT FOR INSURANCE PROFESSIONALS
Less paperwork.
More progress.
Claims Mitra helps teams move beyond disconnected spreadsheets, scattered files and manual follow-ups. Your cases, surveys, documents, reporting and invoicing can work together in a unified digital environment.
✓Maintain an organised record for every claim.
✓Give field teams and office teams a shared workflow.
✓Reduce repetitive data entry with OCR-assisted processing.
✓Keep evidence and assessment information connected.
CASE WORKSPACE
One case. All the details.
Survey progressIn progress
DocumentsMediaAssessment
SIMPLE, CONNECTED WORKFLOW
From assignment to closure.
Bring every important stage into one organised process, with the flexibility to support different kinds of claims.
01
Create & Assign
Register a new claim, capture essential information and assign responsibility to the relevant professional.
02
Survey & Collect
Carry out field or live surveys and collect documents, photos, videos and inspection observations.
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Review & Assess
Manage requirements, verify extracted document data and prepare reports or assessments.
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Report & Invoice
Generate MIS outputs, prepare invoices and maintain a clear record of the case's final stages.
PRACTICAL APPLICATIONS
Motor, Marine & Cattle Survey Reporting Software.
Purpose-built digital survey and investigation reporting workflows for insurance professionals, from vehicle damage inspections to marine cargo and livestock claims.
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Motor Survey
Manage vehicle inspection cases, survey photos, policy and vehicle documents, damage observations and structured assessment reporting in one place.
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Investigation Reports
Organise case assignments, field findings, supporting evidence, documentation and investigation reports to simplify case follow-up.
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Cattle Survey Reports
Capture livestock-related inspection information, supporting certificates, photos, documents and report details in a consistent digital workflow.
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Marine Survey Reports
Document cargo and shipment inspections, transit losses, marine survey findings, photographs, supporting evidence and structured marine assessment reports.
FREQUENTLY ASKED QUESTIONS
Insurance Claims Software FAQs
Answers to common questions about Claims Mitra and digital insurance survey workflows.
What is Claims Mitra?
Claims Mitra is an insurance claims management platform that supports case tracking, live surveys, document OCR, reporting, assessment and invoicing workflows.
Which insurance survey reports can Claims Mitra help prepare?
The platform supports motor survey, marine survey, cattle survey and investigation report workflows.
Does Claims Mitra support document OCR?
Yes. Claims Mitra includes document OCR capabilities to help extract information from uploaded documents and reduce manual data entry.
Can claims teams manage survey photographs and documents?
Yes. Claims Mitra includes media file management for organising survey photos, videos and supporting documents by case.
LET'S CONNECT
Ready to simplify your claims workflow?
Tell us a little about your organisation and the services you're interested in. Our team can discuss how Claims Mitra may fit your requirements.
For product enquiries, demos and implementation discussions.